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JPMORGAN CHASE & CO (JPM) SEC Filings, May 27, 2026

JPM NYSE

JPMorgan Chase & Co. filings document a bank holding company with worldwide financial services operations and multiple classes of exchange-listed securities. Periodic reports describe investment banking, consumer and small-business financial services, commercial banking, transaction processing and asset management, along with capital, assets and stockholders’ equity disclosures.

The company’s 8-K filings record material events and identify registered securities including JPM common stock, depositary shares representing fractional interests in non-cumulative preferred stock, and guarantees of notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC. Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and other governance disclosures.

Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $1,632,000 of capped dual directional buffered equity notes on May 22, 2026. The notes, guaranteed by JPMorgan Chase & Co., pay at maturity based on the lesser performing of the Nasdaq-100 and the S&P 500 over the term, with a Maximum Upside Return of 19.25% and a 15.00% Buffer Amount. Investors forgo interest and dividends and may lose up to 85.00% of principal if the lesser performing index declines more than the buffer. Notes priced at $1,000 per note (minimum denomination $1,000), estimated value $988.10, expected settlement on or about May 28, 2026. Pricing and payment are subject to the issuer's and guarantor's credit risk.

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JPMorgan Chase Financial Company LLC is offering auto-callable Contingent Interest Notes linked to the common stock of Ulta Beauty, Inc., due June 2, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only if the Reference Stocks closing price on a Review Date is at or above an Interest Barrier equal to 50.00% of the Initial Value. The notes will be automatically called if the closing price on a Review Date (other than the first and final) is at or above the Initial Value; the earliest possible automatic call date is November 30, 2026. Minimum denomination is $1,000. If priced on the sample date, the estimated value would be approximately $970 per $1,000 note (and will not be less than $950 per $1,000). Investors bear equity downside if the Final Value is below the Trigger Value and may lose a substantial portion of principal.

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JPMorgan Chase Financial Company LLC priced $2,843,000 of Auto Callable Contingent Interest Notes linked to one share of Vistra Corp. The notes pay a 15.00% per annum contingent interest ($37.50 per $1,000 per quarter) when the Reference Stock meets a 51.75% Interest Barrier ($80.86973). Pricing date was May 22, 2026, expected settlement on or about May 28, 2026, and maturity is May 25, 2028. The notes are unsecured obligations of JPMorgan Financial and are fully guaranteed by JPMorgan Chase & Co. Estimated value at pricing was $956.50 per $1,000; price to public was $1,000 per note (fees and commissions $18.50).

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JPMorgan Chase Financial Company LLC priced and is offering $4,749,000 of Auto Callable Dual Directional Accelerated Barrier Notes linked to the Class A common stock of Palantir Technologies Inc. The notes priced on May 22, 2026 and are expected to settle on or about May 28, 2026. Each note has a $1,000 denomination and a Call Premium Amount of $286.50; an automatic call may occur if the Reference Stock closing price on the Review Date (scheduled May 28, 2027) is greater than or equal to the Call Value (100% of the Initial Value).

If not called, maturity is scheduled for May 25, 2029 and payouts vary by Final Value versus the Initial Value (Initial Value $136.88): upside returns use an Upside Leverage Factor of 1.25; a Barrier Amount at 50.00% of the Initial Value (equal to $68.44) limits certain downside/absolute-return outcomes. The estimated value at pricing was $980.70 per $1,000 note. Payments are subject to the credit risk of JPMorgan Financial and its guarantor, JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering uncapped Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the S&P 500®, due June 14, 2029. The notes pay $1,000 per note at issue and provide an upside leverage factor of at least 1.635 on the least performing Index if all Indices finish above their initial values. A 70.00% barrier applies to each Index; if any Index finishes below that barrier on the observation date, principal is reduced pro rata to the Least Performing Index Return and investors may lose more than 30% or all principal. Pricing is expected on or about June 10, 2026 with settlement on or about June 15, 2026. The pricing supplement discloses an estimated value of approximately $976.50 per $1,000 note (with a stated minimum estimated value of $900.00) and selling commissions that will not exceed $9.50 per $1,000 note. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are not bank deposits or FDIC insured.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent interest on Review Dates when the Index is at least 60.00% of its Initial Value (the Interest Barrier) and may be automatically called if the Index on certain Review Dates is at or above the Initial Value. The Index carries a 6.0% per annum daily deduction, which materially reduces its level versus an identical index without that deduction. The notes are unsecured obligations of JPMorgan Financial, expected to price on or about June 12, 2026 and settle on or about June 17, 2026. The estimated value at pricing is shown as approximately $888.70 per $1,000 note (floor not less than $870.00), and the Contingent Interest Rate will be at least 11.25% per annum in the examples. Investors bear credit risk of the issuer and guarantor, limited upside (contingent interest only), risk of principal loss if the Final Value is below the Trigger Value, potential early redemption as soon as June 14, 2027, limited liquidity, and complex index and tax risks.

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JPMorgan Chase Financial Company LLC priced a primary offering of $500,000 principal amount of Contingent Interest Notes linked to the least performing of the Nasdaq-100® Technology Sector, the S&P 500® and the Russell 2000®, due May 28, 2031.

The notes pay contingent monthly interest equal to 8.75% per annum (monthly amount $7.2917 per $1,000) on a Review Date only if each Index is at or above an Interest Barrier equal to 80.00% of its Initial Value. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. Settlement is expected on or about May 28, 2026.

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JPMorgan Chase Financial Company LLC is offering structured notes due June 6, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA) and include a 6.0% per annum daily deduction and a notional financing cost that reduce index performance. The notes can be automatically called on scheduled Review Dates beginning June 7, 2027, with a series of increasing minimum Call Premium Amounts; the Barrier Amount is 60.00% of the Initial Value. If not called, payment at maturity equals $1,000 × (1 + Index Return), exposing investors to more than a 40.00% principal loss if the Final Value is below the Barrier Amount. The estimated value at pricing is approximately $895.50 per $1,000 note (not less than $880.00). Pricing is expected on or about June 1, 2026 with settlement on or about June 4, 2026. These notes are unsecured obligations of JPMorgan Financial and are subject to credit risk of both the issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, due June 13, 2031, fully guaranteed by JPMorgan Chase & Co. The notes sell in $1,000 denominations, are expected to price on or about June 10, 2026 and settle on or about June 15, 2026. The notes can be automatically called on specified Review Dates beginning June 14, 2027 if the Index is at or above the Call Value, producing a cash payment equal to principal plus a Call Premium Amount for that Review Date. The notes do not pay interest or dividends and include a 15.00% buffer at maturity: if the Final Value is down by more than 15.00% from the Initial Value, investors suffer a proportional loss up to 85.00% of principal. The Index is reduced by a 6.0% per annum daily deduction and a notional financing cost, which materially depresses index performance versus an undeducted benchmark. The estimated value at issuance is approximately $912.90 per $1,000 note and will not be less than $900.00 per $1,000. These notes are unsecured obligations of the issuer and are subject to the credit risk of JPMorgan Financial and its guarantor.

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JPMorgan Chase Financial Company LLC is offering callable structured notes linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). The notes have a minimum denomination of $1,000, a Pricing Date of June 12, 2026, a Maturity Date of June 17, 2031 and quarterly Review Dates after an initial one-year non-call period.

The Underlying reflects a 6.0% per annum daily deduction and the notes include an automatic call schedule with a Barrier Amount at 60.00% of the Initial Value. The preliminary terms state an estimated value of at least $870.00 per $1,000 principal amount when priced. Investors may lose some or all principal at maturity; payments depend on the credit of the issuer and guarantor.

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FAQ

How many JPMORGAN CHASE & CO (JPM) SEC filings are available on StockTitan?

StockTitan tracks 7798 SEC filings for JPMORGAN CHASE & CO (JPM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for JPMORGAN CHASE & CO (JPM)?

The most recent SEC filing for JPMORGAN CHASE & CO (JPM) was filed on May 27, 2026.